How to automatically email QuickBooks Online Purchase Orders to a vendor

ApprovalMax allows to set up an email that will be sent to vendor once a QuickBooks Online Purchase Order has been fully approved - if the checkbox “Automatically email approved Purchase Order to vendor” has been ticked manually by PO Requester or automatically.

Responsible for this procedure is the Purchase Order Requester; the email form is located at the bottom of the Purchase Order creation form.

A PDF document generated by QuickBooks Online after the final approval as well as any attachments that have been added to the email form (see the "Attachments to vendor" section) will be sent with that email.  

Such Purchase Orders will be emailed to the vendor as soon as the approval process has been completed successfully.

• Related Articles

• Can a Purchase Order that was created and approved in ApprovalMax get sent to the Vendor by email afterwards?

  If a Requester did not activate the checkbox Automatically Email Purchase Orders to the Vendor and their Purchase Order has now been authorised, they can still send this approved Purchase Order to the Vendor. To do so, they can download the Purchase ...

• How to set up a default Email to the Vendor

  ApprovalMax supports setting up a default Email to the Vendor for Organisations connected to QuickBooks Online. This is how it works: In the main menu, select the Organisation for which you want to set up a default Email to the Vendor and open ...

• How to automatically email Xero Purchase Orders to a Supplier

  ApprovalMax allows you to set up an email that will be sent to the Supplier once a Xero Purchase Order has been fully approved - if the checkbox Automatically Email Approved Purchase Orders to the Supplier has been ticked, either manually by the ...

• How can I create a Purchase Order in ApprovalMax?

  To create a Purchase Order (or any other request) in ApprovalMax, click on the "NEW REQUEST" button in the top right-hand corner near your Avatar:  In the pop-up window, select the request type from the respective Organisation and click on "CREATE ...

• Are there any files attached to the Purchase Order that gets sent to the Vendor?

  A PDF file containing only the Purchase Order itself will be emailed to the Vendor after its final approval. If you attach any files to the Purchase Order, they will not be sent. However, when you select that your Purchase Order should be sent ...